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Documents & Folders

Editing and exporting a Sectext document

Edit text documents saved by Secretary in place, and export them as Word, Excel, CSV or text.

Step 1

Which files you can edit

When you save a chat reply, a summary or an analysis to Documents as a Sec file, it becomes a Sectext document. These are the only files you can edit inside Secretary; the page says Sectext Document under the name. Word, PDF and other uploads open as a preview.

1Which files you can edit
Back to Documents
SEC

Notes.sectext

Sectext Document

Ready

Step 2

Press Edit

On a Sectext document's page, Edit and Export sit before the other buttons at the top right. If your role does not allow editing documents, there is no Edit button.

2Press Edit
Delete

Step 3

Make your changes

The Edit Document page has the title at the top and the text below. The toolbar above the text sets headings, bold, italic and strikethrough, bullet and numbered lists, quotes, code, dividers and tables, with undo and redo at the end.

3Make your changes

Edit Document

Unsaved changes
Meeting notes
H1H2H3
123

Actions

  • Jordan to send the revised budget by Friday
  • Book the venue for the launch

Step 4

Save

Unsaved changes shows beside the title as soon as you change anything. Press Save to keep your changes. The back arrow returns to the file and asks first if you have unsaved changes. If someone else saved the document after you opened it, Save stops and says so: your text stays in the editor so you can copy it, and Reload loads their version.

4Save

Edit Document

Unsaved changes
Meeting notes
H1H2H3
123

Actions

  • Jordan to send the revised budget by Friday
  • Book the venue for the launch

Step 5

Export it

Press Export on the file's page.

5Export it
Delete

Step 6

Choose a format

Export as offers Plain Text, CSV, Excel and Word. Press one and the file downloads in that format; the Sectext document itself stays as it is.

6Choose a format

Export as

Choose an export format

Plain Text.txt
CSV.csv
Excel.xlsx
Word.docx
Cancel

Try it in Secretary, or create an account to get started.

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